What fields does the HomeWise Integration use to pull information from Vantaca?

Name

Comments

accountId

Primary Homeowner Account Number

associationId

Association ID

ownerFirstName

Primary Homeowner First Name

ownerLastName

Primary Homeowner Last Name

coownerFirstName

Secondary First Name

coownerLastName

Secondary Last Name

address

Property Address

city

Property City

state

Property State

zip

Property Zip

county

Property County

country

Property Country

currentBalance

Current Balance due on Owner's Account

autoPay

If billing type is ACH, then “YES”. Otherwise, “NO”

lateDate

Day of the month that an assessment is considered late.

lateFeeAmount

The late fee that would be charged on past due balance for the regular assessment.

openViolations

“YES” if the homeowner has open violations. Otherwise, “NO”.

inCollection

“YES” if the homeowner has a collection status. Otherwise, “NO”.

assocLitigation

“YES” if association is in Litigation. Otherwise, “NO”.

litigationComment

Style and cause of litigation. Description.

unsatisfiedJudgmentAmount

Amount of unsatisfied judgment

accountTransactionList

List of account transactions

insuranceBroker

Insurance Agency

insurancePolicyNo

Insurance Policy Number

insurancePolicyEffDate

Insurance policy effective date

insurancePolicyExpDate

Insurance policy expiration date

insuranceAgent

Insurance Agent

agentPhone

Insurance Agent Phone Number

agentFax

Insurance Agent Fax Number

agentEmail

Insurance Agent Email

reserveAmount

Total of all reserve account balances

Name

Comments

accountId

Account Number

transactionType

Transaction Type (fee, fine, penalty, assessment, etc.)

transactionDescription

Name of assessment/charge

openAmount

Balance of assessment/charge

amount

Amount of assessment/charge

assessment

“YES” if regular assessment. Otherwise, “NO”.

specialAssessment

“YES” if special assessment. Otherwise, “NO”.

finePenalty

“YES” if fine or penalty. Otherwise, “NO”.

frequency

Frequency of assessment (for regular or special assessment only).

paidThru

For regular and special assessments, the date that the fee is paid through.  For delinquent accounts, the oldest date of a transaction.

dueDate

Day of Month Payment is due

lastPaymentDate

Date of Last Payment

lastPaymentAmount

Amount of Last Payment

nextDueDate

Date of next due date. if the assessment is paid through for the fiscal year, then the first date for the next fiscal year

Name

Comments

taxId

Association Tax ID

pmCode

Management Company code assigned by HWD

assocName

Association Name

numberOnSiteAddresses

Number of properties owner occupied

numberOffSiteAddresses

Number of properties non-owner occupied

multipleUnitOwners

If Units are owned by same entity (names match), then “YES”. Otherwise, “NO”.

reserveBalance

Total of all reserve account balances.

numberOwnersDelinquent30

Number of owners with balance over 30 days in the regular assessment

delinquencyAmount30

Total amount for delinquencies over 30 days for regular assessments.

numberOwnersDelinquent60

Number of owners with balance over 60 days in the regular assessment

delinquencyAmount60

Total amount for delinquencies over 60 days for regular assessments.

unitsAssessedEquallyAt

The amount that the homeowners are assessed at if all homeowners are assessed at the same amount for regular assessments.  If not, the field is empty.

assessmentsLowRange

The lowest amount that a homeowner is assessed at if all homeowners are assessed at different amounts for the regular assessment. If not, the field is empty.

assessmentsHighRange

The highest amount that a homeowner is assessed at if all homeowners are assessed at different amounts for the regular assessment. If not, the field is empty.

reserveBudget

The amount the association has budgeted for Reserves.

incomeBudget

The amount the association has budgeted for Income.

delinquencyDate

The number of days that an assessment is considered late.

yearEnd

The Fiscal year ending date.

interestRate

The Interest Percent that would be charged on past due balance for the regular assessment.

lateFeeCalculation

The late fee that would be charged on past due balance for the regular assessment.

agentEmail

Insurance Agent Email

agentFax

Insurance Agent Fax Number

insuranceBroker

Insurance Agent

assessmentFrequency

How often a property receives a regular assessment.   (values= ‘Montly’, ‘Quarterly’, ‘Semi-Annual’, ‘Annual’)

numberOfUnits

The number of properties within an association.

insuranceList

List of insurance policies

associationId

Association Code (assocCode)

company

Management company name

dateCreated

Association Live Date

dateModified

Association Live Date

exportAssocId

Optional Custom Data

Name

Comments

coverageTypeCode

Insurance coverage type code.

coverageTypeDesc

Insurance coverage type description

policyNumber

Policy Number

expirationDate

Expiration Date

amount

Coverage Amount

premium

Coverage Premium

notes

Notes

carrierList

List of insurance carriers

agentList

List of insurance agents

Name

Comments

name

Insurance Carrier Name

Name

Comments

name

Agent Name

phoneNumber

Agent Phone Number

Name

Comments

pmCode

Management Company code assigned by HWD

exportOwnerId

Owner ID

streetNumber

Property Address Street Number

streetName

Property Address Street Name

unitNumber

Property Address Unit Number

city

Property Address City

state

Property Address State

zip

Property Address ZIP